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Portfolio (Quarterly) Guide ↗

Crescent Grove Advisors, LLC

· CIK 0001713520
13F Portfolio $1.0B AUM 304 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 38 New 77 Added 76 Reduced 33 Exited
Page 16 of 16  ·  302 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 KELYA Kelly Services Inc Industrials 10,000.0 $88K 0.01% NEW $8.85 +28.4%
302 Immunic Inc. 10,000.0 $11K 0.00% $1.11
Page 16 of 16  ·  302 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.3%
Technology 25.3%
Industrials 19.7%
Basic Materials 7.5%
Energy 4.3%
Consumer Cyclical 3.5%
Healthcare 1.7%
Communication Services 1.6%
Consumer Defensive 1.4%
Real Estate 0.4%